📊Data Wizard

1. How to download payroll data or salary register?

To download a salary data or payroll data you first need to create a salary register first and then proceed to download it. Step for the same are given below.

A. Create Salary Register

B. Download Salary Register

A. How to create a salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: To create a new salary register click on the ‘+’ icon, enter the ‘Setting Name’ and click on the ‘Add’ button. Select ‘Report Type’, click on the ‘Add Fields’ button and the ‘Data Wizard’ pop-up will open.

Step 3: Click on the various tabs such as category, master fields, earning fields, deduction fields, user-defined fields and separation fields to select the respective fields to be included in the salary register and click on the ‘Save’ button.

Step 4: Select the ‘Report Type’, ‘Employee Status’, ‘From Month Year’ and click on the ‘Save’ button. The salary register will be created accordingly.

B. How to download the salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: From the ‘Select Settings’ field select the salary register you created. Select the required fields such as report type, employee status, from month - year and other fields as required and click on the ‘Download’ button.

The salary register with salary data will be downloaded.

Path: Cloud portal > Analytics > Data Wizard > ‘+ Icon’ > Settings Name > Add > Report Type > Add Fields > select fields > Save > Report Type > Employee Status > From Month-Year > Save

>> Select Setting > Report Type > Employee Status > From Month-Year > Download

For any queries, contact [e-mail]

2. How to get arrears in the salary register or salary report?

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Data Wizard’ submenu.

Step 2: From the respective field ‘Select Settings’ or add new if required and click on the ‘Add Fields’ button and a Data Wizard pop-up will open.

Step 3: Click on the ‘Earning Fields’ tab and select the checkboxes of the respective arrear field such as Arrear Basic & Arrear Bonus. Similarly, you can select other fields like Supplementary, Over Time and more, to be included in the salary report and click on the ‘Save’ button.

Step 4: Select the ‘Report Type’, ‘Employee Status’ and ‘From Month-Year’ values in the respective fields as required and click on the ‘Download’ button. The salary report will be downloaded accordingly.

Path: Cloud>Analytics>Data Wizard>Select Setting/create settings-Salary register> Add Fields >Earning Details> add the required fields>Save>select required details>Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [e-mail]

3. How to add fields in the salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: From the ‘Select Settings’ dropdown, select the salary register and click on the ‘Add Fields’ button.

https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FdtMTIt01bgNv4ls8gbHP%2F1.png?alt=media

Step 3: Click on the various tabs such as category, master fields, earning fields, deduction fields, user-defined fields and separation fields to select the respective fields to be included in the salary register and click on the ‘Save’ button.

Step 4: Select the ‘Report Type’, ‘Employee Status’, ‘From Month Year’ and click on the ‘Save’ button. The fields will be added to salary register accordingly.

Path: Cloud portal>Analytics>Data Wizard>Select Settings>Report Type>Add Fields> select fields>Save

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [e-mail]

4. How to download report for salary breakup for all fixed components of gross salary components or CTC?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: ‘Select Setting’ and check various fields added in the report from the section below the ‘Add Fields’ button. If you want to add any other salary components in the report click on the ‘Add Fields’ button.

Step 3: Click on the ‘Earning Fields’ and ‘Deduction Fields’ tab to select respective components in the report and click on the ‘Save’ button.

Step 4: In the section under the ‘Add Fields’ button select the checkboxes for the freshly added components.

Step 5: Select the ‘From Month-Year’ and other details as required and click on the ‘Download’ button and the salary component report will be added accordingly.

Path: Cloud portal>Analytics>Data Wizard>Select Settings>Add Fields>Earning>Deduction>Save>select ‘From Month-Year’ and other fields as required >Save

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [e-mail]

5. Why is a particular salary component is not visible in the salary register?

You need to follow following steps

a. Check if the component is added in the salary register

b. Add that component in the salary register

5.a How to check if a particular salary component is added in the salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: ‘Select Setting’ and check various fields added in the report from the section below the ‘Add Fields’ button.

Path: Cloud portal>Analytics>Data Wizard>Select Settings>check the components added in the list below the ‘Add Fields’ button.

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [e-mail]

For any queries, connect with our agent on chat.

5.b How to add new component in the salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: If you want to add any other salary components in the report click on the ‘Add Fields’ button.

Step 3: Click on the various tabs such as category, master fields, earning fields, separation fields and deduction fields to select respective components and click on the ‘Save’ button.

Step 4: In the section under the ‘Add Fields’ button select the checkboxes for the freshly added components.

Step 5: Select the ‘From Month-Year’ and other details as required and click on the ‘Save’ and them ‘Download’ button and the salary components will be added accordingly.

Path: Cloud portal>Analytics>Data Wizard>Select Settings>Add Fields>Earning>Deduction>Save>select ‘From Month-Year’ and other fields as required >Save > Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [e-mail]

For any queries, connect with our agent on chat.

6. How to view already processed payroll? How to view payroll processed in past?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: ‘Select Setting’ or create a new one for salary, select ‘Report Type’ and to add new fields click on the ‘Add Fields’ button and the ‘Data Wizard’ pop-up will open.

Step 3: Click on the various tabs such as Category, Master Fields, Earning Fields, Deduction Fields, User-defined Fields and Separation fields to select the respective fields to be included in the salary register and click on the ‘Save’ button.

Step 4: Select the ‘Report Type’, ‘Employee Status’, and ‘From Month Year’ from the respective fields. Click on the ‘Download’ button and salary register will be downloaded accordingly.

Path: Cloud Portal>Analytics>Data Wizard>Select Settings>Report Type>Add Fields>Select Category/Master/Earning/Deduction/User-Defined Fields>Save>Select Employee Status>From Month-Year>Save>Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [e-mail]

7. How to add a custom formula or new formula in the data wizard?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: 'Select Settings' as ‘Salary Register’ from dropdown or create new settings as required. Click on the ‘Add Custom Formula’ button.

Step 3: Enter a ‘Display Name’ and add the custom new ‘Formula’ as required and click on the ‘Save’ button.

Step 4: Once you save the formula you will get back to the Data Wizard Report page. Click the ‘Save’ button to save the new formula in the salary register.

Path: Cloud Portal>Analytics>Data Wizard>Select Settings/add new setting>Add Custom Formula>enter formula & details as required-Save>click ‘Save’ on Data Wizard page

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [e-mail]

8. How to download bank statement for a month or how to download bank sheet?

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Data Wizard’ submenu.

Step 2: ‘Select Settings’ as ‘Bank Sheet’/’Bank File’ or add settings as required. Continue to select and add details as per your requirements and bank format and click on the ’Save’ button.

Step 3: ‘Select Settings’ that you added, select Month and Year as required and click on the ‘Download’ button. The bank details or bank sheet will be downloaded accordingly.

Path: Cloud Portal>Analytics>Data Wizard>Select Settings/Add Settings>add details as required>Download

For any queries, contact [e-mail]

9. How to get salary report/payroll details for separated/left/ former employees?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: From the ‘Select Settings’ or add new. Select the ‘Employee Status’ as ‘Separated and other required details. Click on the ‘Download’ button and the salary register for left employees will be downloaded accordingly.

Path: Cloud portal>Analytics>Data Wizard>Select Setting>Employee Status-Separate >other required details>Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [e-mail]

10. How to download confirmation list with for employees who are processed through the confirmation module?

How to download confirmation report with information such as date of joining, confirmation date, appraisal date, status, remarks, manager detail and more?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: ‘Select Setting’ or click on the ‘+’ icon to create new.

Step 3: Enter ‘Setting Name’ and click on the ‘Add’ button. Select the ‘Report Type’ and click on the ‘Add Fields’ button under the ‘Custom Fields section.

Step 3: Click on the ‘Confirmation’ export under the Custom Entities from the left side of the pop-op. Select required fields and click on the ‘Save’ button.

Step 4: Select other require details such as Report Type, Employee Status, From Month-Year. Click on the ‘Save’ button to save the settings and then click on the ‘Download’ button. The confirmation report will be downloaded accordingly.

Path: Cloud portal>Analytics>Data Wizard>Select Settings/+ Icon>Add Fields>select required components>Save>select other fields as required >Save > Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [e-mail]

11. How to generate or download bank statement report?

How to download the salary register with bank details?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: ‘Select Setting’ or click on the ‘+’ icon to create new.

Step 3: Enter ‘Setting Name’ and click on the ‘Add’ button. Select the ‘Report Type’ and click on the ‘Add Fields’ button.

Step 3: Click on the various tabs such as Category, Earning Fields, Separation Fields and Deduction Fields to select respective components and click on the ‘Save’ button.

Step 4: Click on the various ‘Master fields’ tab and search ‘Bank’ using the search fields from the upper right corner of the screen. Select bank components and click on the ‘Save’ button.

Step 4: Select other require details such as Report Type, Employee Status, From Month-Year. Click on the ‘Save’ button to save the settings and then click on the ‘Download’ button. The bank statement or the salary register with bank statement will be downloaded accordingly.

Path: Cloud portal>Analytics>Data Wizard>Select Settings/+ Icon>Add Fields>Category, Earning, Deduction>Save>select other fields as required >Save > Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [e-mail]